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Drone Maker Stocks Are Tanking. Why a New Tariff Isn’t Boosting the Sector.
Barrons.com22d agoneutral
Drone Maker Stocks Are Tanking. Why a New Tariff Isn’t Boosting the Sector.

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Investing.com22d agoneutral
Jefferies launches nuclear coverage on $55tn capex outlook to 2100

Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.

⚡Flash Heard: Microsoft Unveils a New Black Box for Investors
The Wall Street Journal22d agoneutral
⚡Flash Heard: Microsoft Unveils a New Black Box for Investors

Microsoft is rejiggering its financial reporting—and while some of the changes will lead to more transparency, others will do the opposite. On the bright side, after years of complaints by investors, Microsoft will finally report revenue in actual dollars for Azure, its flagship cloud platform and primary growth engine. After the market closed on Wednesday, it also released Azure revenue figures for the last eight quarters, under a newly narrowed definition of Azure that no longer includes certain coding tools, security software and specialized apps.

Why Nvidia Is the Big Winner From Broadcom Earnings
Barrons.com22d agoneutral
Why Nvidia Is the Big Winner From Broadcom Earnings

Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.

Brady Q4 Earnings Call Highlights
MarketBeat22d agoneutral
Brady Q4 Earnings Call Highlights

Brady (NYSE:BRC) reported record revenue and adjusted earnings per share for fiscal 2026, its sixth consecutive year of record earnings, as printer and specialty adhesive-material sales supported organic growth and margin expansion. The company also outlined its first full-year outlook following the

Market Now Sees 50/50 Odds of September Rate Hike
Barrons.com22d agoneutral
Market Now Sees 50/50 Odds of September Rate Hike

The odds that the Federal Reserve will hike rates at its September meeting fell to 48% from 63% just yesterday, according to CME FedWatch. Federal Reserve Gov. Christopher Waller said he's open to holding rates steady, driving the downturn in the probability of a September hike.

Investing.com22d agoneutral
Citi goes short USD/CAD. Here’s why

Investing.com -- Citi has recommended a short position in the U.S. dollar against the Canadian dollar, betting that stretched interest-rate differentials between the two countries will reverse in favor of the loonie as upcoming economic data challenge expectations for U.S. monetary policy.

Nvidia to spend $13 billion on Hugging Face, which will remain an open source platform
Associated Press22d agoneutral
Nvidia to spend $13 billion on Hugging Face, which will remain an open source platform

Chipmaker Nvidia is buying artificial intelligence software platform Hugging Face for $12.93 billion. Nvidia CEO Jensen Huang wrote in a blog post Thursday that more than 18 million developers, researchers and creators use Hugging Face to share more than 3 million models, 500,000 data sets and 1 million applications. In July, the data processing systems of Hugging Face were hacked and ChatGPT maker OpenAI acknowledged that its artificial intelligence system was to blame, sending shock waves through the security community amid heightened concerns about the capabilities of powerful AI models.